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数码通(00315.HK)年中推5G对ARPU提升审慎乐观 料疫情续拖累漫游业务
阿思达克 02-18 17:55

数码通(00315.HK)总裁叶安娜出席业绩发布会时指,公司计划在今年年中推出5G服务,未见疫情会影响推出步伐,初步料会先在人流较多如商业区等作5G覆盖,之後逐步扩大,相信如成功推出5G可助改善用户体验,并为用家及企业客户带来升级的机会。她又指公司会参考不同市场推出5G的经验,以南韩为例当地营运商推出5G後亦有为用户带来新内容及体验,并成功带动ARPU上升,相信如5G可为用户带来好的体验,能为升级带来基础,故对ARPU提升持审慎乐观态度。

而首席财务总监陈启龙补充,上半财年公司资本开支约为1.5亿元,全年计及5G资本开支预算为6-6.5亿元,强调来五年包括5G服务的资本开支,将不会大幅高於公司过去五年的资本开支,意味不会如4G年代一样出现资本开支大幅增加的情况。面对市场竞争激烈,他认为未来ARPU走势仍要视乎竞争环境及5G能否带来ARPU提升,如企业解决方案业务继续扩张,相信对ARPU走势亦有帮助。

陈启龙续指,武汉肺炎疫情对漫游服务有影响,会密切留意旅客数字及港人出外的数字,暂时难评估会拖累相关收入多少,估计亦要视乎疫情持续多久,料下半财年漫游方面的收入仍会受影响。在派息方面,上半财年派息按年减少,他解释派息跌幅与盈利下跌势头一致,全年计公司仍会维持75%的派息比率。 ~

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